Pretax, Roth or After-Tax Contributions: Which Should You Choose?
Saving for retirement is key, but should you save pretax or after-tax dollars? We explain in this week’s Financial Tip.
Case Study: Investing With a Fixed-Income Focus
In this week’s case study, Managing Associate D.J. Barker, CWS®,leads a discussion on investing with a fixed-income focus; how fixed income can provide peace of mind during the next administration and how the Ten Year Rule can help eliminate an emotional reaction to the market’s movements.
Tax Loss Harvesting: More than Just Selling the Losers
In today’s Marietta Daily Journal, Bil Lako, CFP® explains the risks to tax loss harvesting and why you need an expert’s help. Read the Article
Are You Ending 2016 Healthy, Wealthy and Wise?
Just as you see your doctor yearly, think of a year-end review as an annual physical for your money. We explain in this week’s Financial Tip.
Case Study: Strategies in Tax Loss Harvesting
Principal Jennifer Thomas, CFP® and Managing Associate K.C. Smith, CFP® discuss a case study about tax loss selling, and how selling some positions in your portfolio can help your tax situation.
Will vs. Trust: Is One Better than the Other?
Wills and trusts allow you to distribute your assets at death, but there are differences between these documents. We explain in this week’s Financial Tip.
Case Study: A Primer on Medicare and Open Enrollment
Managing Associate K.C. Smith, CFP®, and Bil Lako, CFP®, discuss what seniors need to know about Medicare’s Open Enrollment season, which runs from October 15 through December 7. They cover the important deadlines and the options seniors should consider when choosing their plans.
Earnings Call: A Closer Look at Financial Reports
Earnings are just one factor to consider when evaluating a company’s outlook. Learn more about financial reports. Learn more in this week’s Financial Tip.
Case Study: Life Insurance: Filling an Economic Need
Jim Crone, CLU®, CFS®, joins “Money Talks” to discuss the importance of reviewing life insurance policies, and explores a situation where repositioning an existing life insurance policy was able to create equity in a family’s estate plan.
Fully Understanding Your Required Minimum Distribution
In today’s Marietta Daily Journal, Bil Lako, CFP® highlights the importance of understanding your RMDs. Read the Article